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GARTON AND ASSOCIATES FINANCIAL ADVISORS LLC

UUID16e5827e-787e-5dec-a675-76870234e8b2
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 146493 146493 1.0
sec_file_number 801-125798 801-125798

Profile

WebsiteHTTPS://WWW.LINKEDIN.COM/COMPANY/11051983/
HQ CityLOUISVILLE
HQ StateKY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ADVANTAGE INVESTMENT MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)184,871,474.0
  • RAUM (discretionary)141,344,340.0
  • Actionable assets116,698,038.0
  • Accounts386.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM19,998,197.0
  • Charitable AUM5,154,322.0
  • HNW AUM91,447,855.0

As of 2025-03-21 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.